|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.07% | | 5-Year Average Return: | -3.10% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.09% | |
Worst 1-Yr Total Return (2008): | -36.21% | |
Best 3-Yr Total Return (2004-6): | 12.96% | |
Worst 3-Yr Total Return (2006-8): | -11.45% |
|
| 1-Year: | -15.11% | | 3-Year: | -8.31% | | 5-Year: | -0.75% | | 10-Year: | 5.72% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | CCPCX | Category | Diff | Index* | Diff | | Year To Date | 12.07 | 22.72 | -10.65 | 24.07 | -12 | | 1-Month | 2.87 | 3.14 | -0.27 | 6.00 | -3.13 | | 3-Month | 0.94 | 3.09 | -2.15 | 7.91 | -6.97 | | 1-Year | 18.07 | 29.36 | -11.29 | 25.39 | -7.32 | | 3-Year | -11.24 | -8.14 | -3.1 | -5.79 | -5.45 | | 5-Year | -3.10 | -0.30 | -2.8 | 0.71 | -3.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.48 | 57.49 | -9.01 | 45.76 | 2.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.89 | -19.40 | -5.49 | -18.25 | -6.64 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | CCPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.21 | -36.56 | 0.35 | | 2007 | | | -1.92 | -1.10 | -0.82 | | 2006 | | | 10.98 | 15.03 | -4.05 | | 2005 | | | 7.27 | 6.75 | 0.52 | | 2004 | | | 21.09 | 18.94 | 2.15 | | 2003 | | | 24.23 | 43.41 | -19.18 | | 2002 | | | -8.39 | -16.22 | 7.83 | | 2001 | | | 10.39 | 8.92 | 1.47 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
CCPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.75 | 16.26 | 17.44 | N/A | | 2008 | -10.93 | 2.13 | -4.81 | -26.33 | | 2007 | 1.45 | 5.68 | -3.21 | -5.49 | | 2006 | 7.88 | -3.26 | 0.47 | 5.84 | | 2005 | 0.85 | 2.96 | 4.61 | -1.25 | | 2004 | 4.31 | 4.48 | 0.00 | 11.11 | | 2003 | -5.92 | 12.85 | 3.05 | 13.56 | | 2002 | 9.85 | -5.30 | -14.92 | 3.49 | | 2001 | -2.31 | 11.13 | -11.42 | 14.79 | | 2000 | N/A | 0.39 | 6.24 | 9.95 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 597 | 657 | 90.87 | | 1-Month | 81 | 679 | 11.93 | | 3-Month | 543 | 671 | 80.92 | | 6-Month | 523 | 663 | 78.88 | | 1-Year | 497 | 646 | 76.93 | | 3-Year | 383 | 573 | 66.84 | | 5-Year | 343 | 475 | 72.21 |
|
|
|
|
|